FINANCIAL TREX, LLC

FINANCIAL TREX, LLC is an SEC-registered investment adviser (CRD 283951). Regulatory assets under management: $4.0M.

Registration

• CRD: 283951
• Type: Registered investment adviser
• Phone: 773-688-8739
• Latest filing: 2026-02-28
• Regulatory AUM: $4.0M
• Discretionary AUM: $4.0M
• Clients: 1
• Accounts: 8

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 283951 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search